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Current Employers
Secure Investment Management, Llc

3067 W. Ina Road #125, Tucson, AZ 85741 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-09
  • CA RA
    APPROVED
    Since 2026-07-09

Branch Locations

3067 W. Ina Road #125, Tucson, AZ 85741 • United States

Inglewood, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Burbank CA 02/2013 07/2017
World Financial Group, Inc. Burbank CA 01/2012 07/2017
The Marketing Arm Marina Del Rey CA 12/2012 07/2017
Strategic Fortune Wealth Management West Covina CA 09/2022 01/2025
Minnesota Life Insurance Co St Paul MN 09/2022 08/2023
Securian Financial Services Inc St Paul MN 09/2022 08/2023
Strategic Choices Financial South Pasadena CA 07/2017 09/2022
Cetera Advisor Networks Llc West Covina CA 08/2023 01/2025
Cetera Investment Advisers Llc Schaumburg IL 01/2024 01/2025
Unemployed Inglewood CA 01/2025 06/2026
Secure Income Llc Tucson AZ 06/2026 Present
Secure Investment Management Llc Tucson AZ 07/2026 Present
  • 02/2013 → 07/2017
    Transamerica Financial Advisors, Inc
    Burbank, CA
  • 01/2012 → 07/2017
    World Financial Group, Inc.
    Burbank, CA
  • 12/2012 → 07/2017
    The Marketing Arm
    Marina Del Rey, CA
  • 09/2022 → 01/2025
    Strategic Fortune Wealth Management
    West Covina, CA
  • 09/2022 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 09/2022 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 07/2017 → 09/2022
    Strategic Choices Financial
    South Pasadena, CA
  • 08/2023 → 01/2025
    Cetera Advisor Networks Llc
    West Covina, CA
  • 01/2024 → 01/2025
    Schaumburg, IL
  • 01/2025 → 06/2026
    Unemployed
    Inglewood, CA
  • 06/2026 → Present
    Secure Income Llc
    Tucson, AZ
  • 07/2026 → Present
    Tucson, AZ
Previous Registrations
Other Businesses

Secure Income Management LLC; Fixed Insurance, Los Angeles, CA; Fixed Insurance agent, 06/2026 - ongoing, 10 hr/month business, 10 hr/month trading; earns commissions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
S63 Uniform Securities Agent State Law Examination 2010-02-28
  • S66 Uniform Combined State Law Examination
    2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2010-02-28

View on SEC IAPD

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